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Response from the Charitable Giving Coalition to H.R. 1, The Tax Cuts and Jobs Act

By All Posts, Commentary, Current Events/News, Legislative + Advocacy, The Giving Institute One Comment
Through its membership in The Giving Institute (our President + CEO Jeffrey Byrne served as Board Chair for two years) JB+A is a member of the Charitable Giving Coalition.  We will continue to carefully monitor the progress of this proposed legislation as it winds its way through the halls of Congress, and will continue to keep you updated. There’s obviously…
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Tax Reform: What’s the Nonprofit Sector Saying?

By Commentary, Current Events/News, Legislative + Advocacy, News You Can Use, Planned Giving No Comments
Heather Ehlert, Vice President of Client Services Whether seeking to end the federal estate tax or adopt a universal charitable deduction – both of which are being discussed by the current Administration and Congress – tax reform is tricky.  While it’s difficult to predict the exact impact these changes would have on charitable giving and nonprofits, we can reasonably conclude…
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Leadership is Fundraising, Says the Philanthropy Professor

By Commentary, Fundraising, Organizational + Personal Development, Uncategorized No Comments
JB+A is pleased to share this blog from Dr. Amir Pasic, our friend and colleague.  Dr. Pasic, the Eugene R. Tempel Dean and Professor of Philanthropic Studies at the Indiana University Lilly Family School of Philanthropy, joined us in Kansas City on September 14 for a special presentation on the value of research and how it informs leadership and fundraising success.…
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Dr. Amir Pasic, the Eugene R. Tempel Dean and Professor of Philanthropic Studies at the Indiana University Lilly Family School of Philanthropy Joined us in Kansas City

By All Posts, Commentary, Fundraising, News You Can Use, Organizational + Personal Development, Special Events No Comments
Dr. Pasic spoke to a captive audience at the Kauffman Foundation Conference Center on September 14 as part of Nonprofit Connect’s 501(c)Success National Speaker Series.  Dr. Pasic, the Eugene R. Tempel Dean and Professor of Philanthropic Studies at the Indiana University Lilly Family School of Philanthropy, shared his expertise and experience in the value of research, and how we can…
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Key Takeaways from Dr. Rooney’s KC Presentation of Giving USA 2017

By All Posts, Commentary, Current Events/News, Giving USA, Insights, The Giving Institute No Comments
JB+A was proud to join U.S. Trust and Nonprofit Connect in hosting Giving USA 2017: The Annual Report on Philanthropy for the Year 2016 in Kansas City on June 16 at the Kauffman Foundation Conference Center.  2017 marked JB+A's 12th year of bringing Giving USA to Kansas City, and this year's report was presented by Dr. Patrick Rooney, Associate Dean for Academic Affairs and Research…
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Top Five Ways Nonprofits Can Use Giving USA

By All Posts, Boards + Leadership, Capacity Building, Commentary, Current Events/News, Donor Cultivation, Fundraising, Giving USA, Insights, Stewardship, The Giving Institute No Comments
Giving USA is a powerful tool:  it is the most trusted annual report on the sources and uses of philanthropy in the U.S., but it’s also a valuable resource in helping us improve philanthropy.  Nonprofit organizations can (and should) use Giving USA to help identify trends as well as opportunities to strengthen resource development efforts. Here are my Top Five Ways Nonprofits Can Use…
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Women in Philanthropy: Where Are We Headed?

By All Posts, Commentary, News You Can Use, Organizational + Personal Development, Special Events One Comment
By Katie Lord, Vice President What are some of the complexities, challenges and contradictions you see in women’s philanthropy today? What do you want this narrative in the 21st century to include? On March 14th and 15th more than 300 women congregated in Chicago to address these very issues, and I was one of them.  My participation in the 2017…
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The Customer (Donor) Is Always Right!

By All Posts, Commentary, News You Can Use, Stewardship No Comments
Nonprofit professionals will tell you that nonprofits exist to meet the needs of our constituents. While that is absolutely true, we also have to maintain strong relationships with our donors who fund the programs that serve our constituents. When you think about it, customer service and donor stewardship are not so different. So how can we utilize the key principles…
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Time, Talent and Treasure: Part Three of a Three-Part Series

By Boards + Leadership, Commentary, Donor Cultivation, Fundraising, News You Can Use, Stewardship, Volunteers No Comments
By Katie Lord, Vice President  In this series we have examined both “Time and Talent” as it relates to the “Time, Talent and Treasure” paradigm in nonprofit donor management and cultivation.  This final segment of “Treasure” is often the one that we, as nonprofits, are most interested and influenced by because it affects our pressing financial goals.  It can often be…
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